Massachusetts Financial Services’s Xcel Energy XEL Stock Holding History

Massachusetts Financial Services’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45B	Sell	18,078,640 -736,127	-4%	-$57.7M	0.49%	58
2025 Q4	$1.39B	Sell	18,814,767 -712,106	-4%	-$56.2M	0.45%	67
2025 Q3	$1.57B	Buy	19,526,873 +807,353	+4%	+$58.4M	0.49%	58
2025 Q2	$1.27B	Buy	18,719,520 +1,746,066	+10%	+$121M	0.4%	71
2025 Q1	$1.2B	Sell	16,973,454 -639,785	-4%	-$43.6M	0.4%	71
2024 Q4	$1.19B	Buy	17,613,239 +2,422,483	+16%	+$162M	0.38%	74
2024 Q3	$992M	Buy	15,190,756 +892,740	+6%	+$53M	0.3%	96
2024 Q2	$764M	Sell	14,298,016 -2,907,516	-17%	-$158M	0.23%	111
2024 Q1	$925M	Sell	17,205,532 -2,788,766	-14%	-$159M	0.28%	99
2023 Q4	$1.24B	Buy	19,994,298 +1,472,435	+8%	+$88.3M	0.4%	81
2023 Q3	$1.06B	Buy	18,521,863 +2,559,321	+16%	+$154M	0.37%	85
2023 Q2	$992M	Buy	15,962,542 +2,601,118	+19%	+$174M	0.33%	91
2023 Q1	$901M	Buy	13,361,424 +2,153,869	+19%	+$145M	0.31%	95
2022 Q4	$786M	Buy	11,207,555 +2,137,317	+24%	+$142M	0.27%	104
2022 Q3	$580M	Sell	9,070,238 -16,628	-0.2%	-$1.21M	0.22%	123
2022 Q2	$643M	Sell	9,086,866 -968,859	-10%	-$70.5M	0.22%	122
2022 Q1	$726M	Sell	10,055,725 -166,362	-2%	-$11.4M	0.22%	120
2021 Q4	$692M	Buy	10,222,087 +940,807	+10%	+$61.3M	0.19%	132
2021 Q3	$580M	Sell	9,281,280 -71,475	-0.8%	-$4.83M	0.17%	141
2021 Q2	$616M	Buy	9,352,755 +1,495,984	+19%	+$104M	0.18%	135
2021 Q1	$523M	Sell	7,856,771 -55,815	-0.7%	-$3.53M	0.16%	145
2020 Q4	$528M	Sell	7,912,586 -191,130	-2%	-$13.3M	0.17%	137
2020 Q3	$559M	Buy	8,103,716 +37,093	+0.5%	+$2.53M	0.2%	123
2020 Q2	$504M	Buy	8,066,623 +722,565	+10%	+$45.5M	0.2%	123
2020 Q1	$443M	Sell	7,344,058 -66,612	-0.9%	-$4.34M	0.21%	120
2019 Q4	$471M	Sell	7,410,670 -604,536	-8%	-$37.8M	0.18%	130
2019 Q3	$520M	Sell	8,015,206 -775,531	-9%	-$48.3M	0.21%	118
2019 Q2	$523M	Sell	8,790,737 -99,829	-1%	-$5.74M	0.21%	114
2019 Q1	$500M	Buy	8,890,566 +107,335	+1%	+$5.71M	0.21%	119
2018 Q4	$433M	Sell	8,783,231 -310,944	-3%	-$15.6M	0.21%	116
2018 Q3	$429M	Sell	9,094,175 -213,511	-2%	-$10.1M	0.18%	128
2018 Q2	$425M	Sell	9,307,686 -483,871	-5%	-$21.7M	0.18%	128
2018 Q1	$445M	Buy	9,791,557 +231,790	+2%	+$10.3M	0.19%	128
2017 Q4	$460M	Sell	9,559,767 -738,944	-7%	-$36.7M	0.19%	127
2017 Q3	$487M	Buy	10,298,711 +1,583,187	+18%	+$76M	0.21%	120
2017 Q2	$400M	Buy	8,715,524 +213,730	+3%	+$9.84M	0.18%	136
2017 Q1	$378M	Sell	8,501,794 -218,608	-3%	-$9.26M	0.18%	140
2016 Q4	$355M	Buy	8,720,402 +2,483,185	+40%	+$99.3M	0.17%	145
2016 Q3	$257M	Sell	6,237,217 -160,478	-3%	-$6.86M	0.13%	164
2016 Q2	$286M	Sell	6,397,695 -82,176	-1%	-$3.4M	0.14%	155
2016 Q1	$271M	Buy	6,479,871 +217,401	+3%	+$8.47M	0.14%	153
2015 Q4	$225M	Buy	6,262,470 +3,738,040	+148%	+$133M	0.12%	166
2015 Q3	$89.4M	Sell	2,524,430 -5,992	-0.2%	-$204K	0.05%	260
2015 Q2	$81.4M	Buy	2,530,422 +1,911,012	+309%	+$64.3M	0.04%	279
2015 Q1	$21.6M	Sell	619,410 -208,182	-25%	-$7.44M	0.01%	511
2014 Q4	$29.7M	Sell	827,592 -4	-0%	-$134	0.02%	429
2014 Q3	$25.2M	Buy	827,596 +135,868	+20%	+$4.25M	0.01%	486
2014 Q2	$22.3M	Sell	691,728 -24,071	-3%	-$746K	0.01%	510
2014 Q1	$21.7M	Buy	715,799 +4,127	+0.6%	+$120K	0.01%	481
2013 Q4	$19.9M	Buy	711,672 +153,020	+27%	+$4.32M	0.01%	474
2013 Q3	$15.4M	Sell	558,652 -142,630	-20%	-$4.08M	0.01%	505
2013 Q2	$19.9M	Buy	+701,282	New	+$21M	0.01%	449